Palm Beach, FLCIK 13176798 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
23 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Century Alum Co | 857.8K | $33.61M | 21.2% | +857.8K | New |
| 2 | Ero Copper Corp | 950.0K | $26.95M | 17.0% | +950.0K | New |
| 3 | Buckle Inc | 400.1K | $21.37M | 13.5% | +400.1K | New |
| 4 | Huntsman Corp |
| 867.0K |
| $8.67M |
| 5.5% |
| +867.0K |
| New |
| 5 | Whirlpool Corp | 110.0K | $7.94M | 5.0% | +110.0K | New |
| 6 | Arcelormittal SA Luxembourg | 158.9K | $7.28M | 4.6% | +158.9K | New |
| 7 | Huntsman Corp | 537.0K | $5.37M | 3.4% | +537.0K | New |
| 8 | Tronox Holdings PLC | 1.27M | $5.29M | 3.3% | +1.26M | Added |
| 9 | Arcbest Corp | 70.0K | $5.19M | 3.3% | +70.0K | New |
| 10 | Tronox Holdings PLC | 1.14M | $4.77M | 3.0% | −83.7K | Reduced |
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